Jeffrey Wong

Energizer
DISC Type : I

Deputy Chief Financial Officer at City Colleges of Chicago

Greater Chicago Area, United States

Overview

Jeffrey Wong is a seasoned financial executive and CPA with over 25 years of experience in the public sector, specializing in higher education and non-profit organizations. As Deputy CFO at City Colleges of Chicago, he provides strategic financial leadership. He holds a Bachelor of Science from Butler University.

Jeffrey is passionate about the intersection of finance, operations, and technology. His professional interests include leadership development, innovation, and emerging technologies. He stays informed on current events and business strategy through publications like The Wall Street Journal and Harvard Business Review.

He was entrusted to serve as Interim CFO for City Colleges of Chicago, where he successfully led the entire budgeting process for fiscal year 2019.

Personality Overview

Believer

Big Picture Person

Imaginative

They are people oriented, friendly and like creating new connections.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Public Sector Finance
Has a long track record of redesigning business processes and improving financial results for state and local government and higher education organizations.
Innovation in Education
His career is focused on transforming educational institutions, demonstrating a commitment to fiscal responsibility and innovation in that sector. [Predicted]
Financial Strategy
Focuses on providing financial leadership and determining long-term strategies that are vital to an organization's future performance.

Media Appearances

Jeffrey has no verified media appearances

Work History

2-2019
Deputy Chief Financial Officer at City Colleges of Chicago
10-2014 - 2-2019
Associate Vice Chancellor at City Colleges of Chicago
7-2018 - 10-2018
Interim Chief Financial Officer at City Colleges of Chicago
9-1997 - 9-2014
Managing Director at KPMG

Education

1993 - 1997
Bachelor of Science (B.S.) from Butler University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Deputy Chief Financial Officer at City Colleges of Chicago
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Insights For Selling To Jeffrey

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffrey is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jeffrey

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jeffrey move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jeffrey take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Jeffrey

Personality Compatibility


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